今早，库克画下另一张大饼

Core Viewpoint - Apple's stock has dropped approximately 20% this year due to slow progress in AI strategy, making it the worst performer among the "Big Seven" in the U.S. stock market, raising questions about when the tech giant will regain its competitive edge in the AI sector [1] Group 1: WWDC 2025 Highlights - Apple held the WWDC 2025 conference, updating its entire product ecosystem, including iOS, iPadOS, macOS, visionOS, and tvOS, with a notable change in OS naming conventions to use years as suffixes [2] - A significant visual redesign called "Liquid Glass" was introduced, marking the first universal design across all platforms in 12 years, aimed at enhancing user interface dynamics [2][4] Group 2: AI and Liquid Glass - During the iOS 26 launch, Apple introduced the "Live Translation" feature, but failed to showcase significant advancements in its AI capabilities, which were expected to be more developed compared to previous announcements [3] - The Liquid Glass design introduces dynamic light and shadow effects, enhancing the visual experience by reflecting and refracting the surrounding environment, which contrasts with the static nature of previous designs [6][9] Group 3: User Experience and Future Directions - The introduction of Liquid Glass aims to create a more immersive user experience, aligning with the capabilities of the new A18 chip in the iPhone 16 series, which can support real-time rendering of dynamic effects [9] - Apple is focusing on creating a unified cross-platform visual experience to address the challenges of integrating 2D and 3D interactions, particularly in the context of its Vision Pro headset [10][11] Group 4: iPadOS and macOS Enhancements - iPadOS 26 features significant upgrades, including window control buttons and a top menu bar similar to macOS, enhancing productivity tools and user interface [19][23] - macOS 26 integrates features like natural language commands for quick access to functions, indicating a strategic move to enhance user experience across devices [27] Group 5: Market Position and Future Challenges - Despite the advancements in iPadOS and macOS, there are concerns about whether these features could cannibalize the MacBook Air's market position [26] - The article raises questions about Apple's ability to deliver on its AI promises, especially if it continues to lag behind competitors in showcasing substantial AI capabilities [28]